Carolyn McCoy CTFA® CISP

Bio

Carolyn brings over 30 years of experience in the financial services industry to the table. She began her banking career in Retail Branch Operations, moving into Trust and Investment Management in 1980. In prior years, she held the position of Trust Advisor. 

Carolyn is a graduate of Mary Baldwin College as well as the National Graduate Trust School. She is a Certified Trust and Financial Advisor (CTFA) and a Certified IRA Specialist Professional (CISP). 

"My goal is to produce long-term financial well-being without exposing your capital to excessive risk."